Angeles Investment Advisors’s MDU Resources MDU Stock Holding History

Angeles Investment Advisors’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.21M	Hold	245,414	–	–	0.31%	20
2026 Q1	$5.08M	Hold	245,414	–	–	0.34%	16
2025 Q4	$4.79M	Sell	245,414 -12,917	-5%	-$254K	0.32%	16
2025 Q3	$4.6M	Hold	258,331	–	–	0.3%	15
2025 Q2	$4.31M	Hold	258,331	–	–	0.24%	16
2025 Q1	$4.37M	Hold	258,331	–	–	0.24%	19
2024 Q4	$4.66M	Sell	258,331 -207,956	-45%	-$3.65M	0.22%	25
2024 Q3	$7.08M	Hold	466,287	–	–	0.36%	20
2024 Q2	$6.48M	Hold	466,287	–	–	0.33%	23
2024 Q1	$6.51M	Buy	+466,287	New	+$5.4M	0.35%	22
2023 Q3	–	Sell	-796,763	Closed	-$9.24M	–	200
2023 Q2	$9.24M	Sell	796,763 -364,121	-31%	-$4.1M	0.78%	12
2023 Q1	$13.5M	Hold	1,160,884	–	–	1.11%	14
2022 Q4	$13.4M	Hold	1,160,884	–	–	1.15%	12
2022 Q3	$12.1M	Hold	1,160,884	–	–	1.26%	10
2022 Q2	$11.9M	Hold	1,160,884	–	–	1.09%	10
2022 Q1	$11.8M	Hold	1,160,884	–	–	0.81%	13
2021 Q4	$13.6M	Hold	1,160,884	–	–	0.68%	22
2021 Q3	$13.1M	Buy	+1,160,884	New	+$13.9M	0.76%	21
2019 Q3	–	Sell	-101,069	Closed	-$992K	–	83
2019 Q2	$992K	Hold	101,069	–	–	0.24%	24
2019 Q1	$993K	Buy	+101,069	New	+$981K	0.94%	18

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Angeles Investment Advisors's MDU Position: Q2 2026 in Review

Angeles Investment Advisors held its MDU Resources (MDU) position steady in Q2 2026 at 245,414 shares worth $5.21M. The position accounts for 0.31% of the portfolio, ranked #20.

Angeles Investment Advisors first reported a position in MDU in Q1 2019 and has held it in 20 quarters since. The position peaked at $13.6M in Q4 2021. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Angeles Investment Advisors held 245,414 shares of MDU Resources worth $5.21M as of Q2 2026.
Angeles Investment Advisors left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up 0.31% of Angeles Investment Advisors's portfolio in Q2 2026, its #20 holding.
Angeles Investment Advisors first reported a position in MDU Resources in Q1 2019 and has held it in 20 quarters since.
Angeles Investment Advisors's MDU Resources position peaked at $13.6M in Q4 2021.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.